On Point
by Craigs Investment Partners
Latest episode
ep 411 | What might the US midterms mean for markets in 2027?
ep 411 | What might the US midterms mean for markets in 2027?
About this podcast
Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy.
Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.
Episodes
The newest 50 of 408 episodes
- ep 411 | What might the US midterms mean for markets in 2027? · 8 minLast Tuesday was a historic night in US politics, with a resounding victory for the Democrats in the midterm election. There was a very positive market reaction the following…
- ep 410 | The week ahead - How will markets react to the election results? · 21 minUS inflation will take centre stage this week, with the CPI due on Tuesday. Here in Aotearoa, we'll be watching for any market reaction in the wake of the election, while a…
- ep 409 | Is Anthropic the most important IPO of the decade? · 9 minAnthropic, the company behind Claude, publicly filed its prospectus with US regulators in late October. It has applied to list on the Nasdaq under the ticker symbol ANT, in what…
- ep 408 | The week ahead - US midterms and the New Zealand election! · 18 minThis will be another monster week one, with some major US economic releases, two global central bank meetings and a busy political calendar. The US midterms will be a highlight…
- ep 407 | Do you know what your investments are really earning? · 8 minIt’s not just policymakers, consumers and prospective political leaders who should pay close attention to inflation. Investors also need to be very mindful of how it can impact…
- ep 406 | The week ahead - A big earnings dump and an OCR decision · 16 minIt's a big week ahead, with the Reserve Bank expected to hike the OCR again, as well as monetary policy decisions in the US, Europe and Japan. Earnings will also be in focus…
- ep 405 | What if "buy the dip" stops working? · 8 minWe’ve seen a bit of a wobble across financial markets this last week or two. For many investors, the response to any setback has become almost automatic. You buy the dip. But…
- ep 404 | The week ahead - Can markets shake off this volatility, or is there more to come? · 19 minIt was a mixed week for global markets, as investors became increasingly concerned about rising oil prices and worries that tech companies were borrowing too much for the AI…
- ep 403 | As markets hit the home stretch, what can investors expect? · 10 minIt’s been a strong year so far, with most sharemarkets performing well despite some volatility along the way. With just a few months to go, markets have plenty to contend with…
- ep 402 | The week ahead - Another cracking earnings season expected · 12 minThe global reporting season ramps up this week, and it’s expected to be another very strong one. We'll hear from Bank of America, Citigroup, Goldman Sachs, JPMorgan and Wells…
- ep 401 | What’s going down with the NZ dollar? · 10 minIn recent weeks and months, the NZ dollar has weakenedagainst many of our trading partners. It’s doing exactly what you’d expect it to against a shifting economic backdrop and…
- ep 400 | The week ahead - Treasury set to unveil the PREFU · 12 minWith the election just weeks away, Treasury will release the Pre-election Economic and Fiscal Update (PREFU) on Tuesday and we'll get a fresh look at the state of our collective…
- ep 399 | What does a Fed hiking cycle mean for markets? · 8 minThe US Federal Reserve, the world’s most influentialcentral bank, has increased interest rates for the first time since 2023. With more likely to be on the way, this looks to be…
- ep 398 | The week ahead - NZ dollar slumps to a 15-year low · 12 minGlobal flash purchasing managers' indices (PMIs) will be the highlight of the coming week, as we monitor how the global economy will enter the final quarter of the year. On the…
- ep 397 | Are bonds back to the old normal? · 11 minGlobal bond yields have kept on rising, as investors fret over higher government debt levels, rising oil prices and competition from debt issuance to fund AI infrastructure. What…
- ep 396 | The week ahead - Have oil and inflation forced the Fed's hand? · 12 minGlobal financial markets had a rough week, with an escalating situation in the Middle East pushing oil prices back over $100 and rising bond yields continuing to pressure asset…
- ep 395 | The week ahead - The report that could determine the Fed's next move · 16 minAfter a much stronger than expected US jobs report last week, investors will be laser focused on the August CPI report this week. This is the last major inflation reading ahead…
- ep 394 | Value, growth, or a bit of both? · 12 minWe investment types love putting things into categories or themes, and shares are no exception. Two of the most common labels are “growth” and “value”, which are terms investors…
- ep 393 | The week ahead - Another OCR hike on the cards? · 14 minThe key event on the domestic calendar will be the latest Official Cash Rate (OCR) decision from the Reserve Bank of New Zealand. Another 0.25% hike is widely expected, which…
- ep 392 | What does a tight election race mean for markets? · 8 minThere’s just ten weeks until the New Zealand election, and things are getting interesting. The rise of the Opportunity Party in the polls has added another layer of uncertainty…
- ep 391 | The week ahead - Rising bond yields rattle global markets · 13 minIt was a highly eventful week across financial markets, with equity markets mixed and long bond yields rising further. The S&P 500 index broke a three-week winning streak while…
- ep 390 | Are sharemarket valuations too high? · 7 minThere’s lots of nervousness about sharemarket valuationsat the moment. That’s understandable, especially regarding the US market which has more than tripled in value since the…
- ep 389 | The week ahead - Local earnings deluge incoming · 12 minWe'll get a raft of local releases this week, with Selected Price Indexes and the Performance of Services Index for July due Monday, before the results of a dairy auction on…
- ep 388 | What should we expect this earnings season? · 10 minThe local earnings season is upon us, with a plethora of listed companies due to announce results this month. This will offer some valuable insights into the state of corporate…
- ep 387 | The week ahead - Will US inflation fall enough for the Fed? · 11 minThe economic highlight of the week will be the CPI inflation report in the US, which covers the month of July and is out on Wednesday. This release takes on greater importance…
- ep 386 | Spotlight on the US equity market · 25 minThere's a lot going on in the US at the moment, from monetary policy and midterms, to earnings releases and market leadership rotations. We spoke to a US equities expert at…
- ep 385 | Big market moves under the hood · 5 minIf you’ve only glanced at the S&P 500 index in the US these past few months, you might conclude it’s been a relatively quiet period. The market is up around 11 per cent this…
- ep 384 | The week ahead - Earnings roll on as markets endure massive volatility · 16 minIt’ll be another busy week of corporate earnings releases too, with close to 140 more S&P 500 companies scheduled to report. A wide range of sectors will be represented, with…
- ep 383 | The OCR is headed higher, but is the economy? · 11 minThe dust has settled on the Reserve Bank’s July hike in the Official Cash Rate, the first in three years. There’s been plenty of debate about whether that was the right move or…
- ep 382 | The week ahead - Oil prices surge ahead of the Fed meeting · 16 minA busy week looms, with monetary policy decisions due in the US, UK and Japan. Corporate earnings releases will also be closely watched, with some 180 S&P 500 companies scheduled…
- ep 381 | How the '87 crash shaped a generation · 10 minThe sharemarket crash of 1987 was a major global event, but it hit New Zealand harder than other countries. Our sharemarket fell much more than the likes of the US, UK and Japan…
- ep 380 | The week ahead - Will strong earnings put markets in a better mood? · 15 minA cooler US inflation reading and strong bank earnings releases weren't enough to offset the nervousness, for which there have been several catalysts. US crude oil prices are up…
- ep 379 | Is America just built different? · 7 minAmerica has dominated the global economy for decades despite repeated predictions its best days are behind it. Is the strength of the United States due to its geographical…
- ep 378 | The week ahead - It's OCR week! Will the RBNZ hike or hold? · 13 minIt'll be a holiday-shortened week here in New Zealand, with markets closed for the Matariki holiday on Friday. The clear highlight will be the Reserve Bank of New Zealand (RBNZ)…
- ep 377 | How is the second half of 2026 shaping up? · 11 minThe first six months of the calendar year were volatile, punctuated by the conflict in Iran. Despite that, markets have performed very well. What might the second half bring, and…
- ep 376 | The week ahead - Oil prices crash as the Strait of Hormuz reopens · 13 minOil prices fell 10% on the back of hopes for a sustained resolution in the Middle East grew. That saw US crude finish the week just below US$70, almost 40% below last month’s…
- ep 375 | Deals and dots mean changes for central banks · 7 minA few different balls are up in the air across the central banking world, and change is afoot. Recent declines in oil prices have seen the odds of OCR hikes change, while the…
- ep 374 | Should we worry about rising government debt? · 8 minInvestors often ask us how worried they should be about rising government debt. It’s a very fair question, and Budget 2026 showed that New Zealand’s books remain under pressure…
- ep 373 | The week ahead - The Kevin Warsh era begins at the Fed · 14 minCentral banks will be in focus this week, with the Federal Reserve's latest monetary policy decision the highlight on Thursday morning (NZ time). As well as being Kevin Warsh's…
- ep 372 | The SpaceX IPO is bigger than you think · 7 minSpaceX is about to become one of the largest listed companies in the world, with an estimated valuation of almost US$1.8 trillion. Whether this valuation is justified is an area…
- ep 371 | The week ahead - Tech stocks stumble as SpaceX prepares to debut · 14 minIt was a challenging end to the week on Wall Street, with the growth-heavy Nasdaq index falling 4.2% on Friday, its biggest daily decline since April last year. The S&P 500 index…
- ep 370 | Don't let your home bias be your downfall · 8 minWherever you go in the world, it’s very common for investors to have a home bias. People tend to anchor their portfolio with what they know, which is the local market. Kiwis will…
- ep 369 | The week ahead - Markets keep marching higher in May · 14 minUS shares had another great month with the S&P 500 index rising 5.1% in May. However, only three out of 11 sectors were up for the month, with a 15.9% gain from the dominant tech…
- ep 368 | Why inflation expectations are so important right now · 8 minWe’ve seen a lot of economic releases over the last several weeks, but the most important of all were probably the two that covered inflation expectations. It might sound odd…
- ep 367 | The week ahead - Will the RBNZ hike or hold the OCR? · 16 minA massive week looms here in New Zealand. The RBNZ will deliver its latest policy decision on Wednesday and while there is only an outside chance of an OCR hike, markets expect…
- ep 366 | The sharemarket that’s been crushing the US · 6 minThe US sharemarket has had a great run of late, rebounding strong from the March lows and hitting fresh highs. The S&P 500 is now up more than eight per cent in 2026 (including…
- ep 365 | What might OCR hikes mean for markets? · 8 minThe Reserve Bank meets later this month, and there’s an outside chance the Official Cash Rate (OCR) will rise by 0.25%. If there’s no move this week, the focus will shift to the…
- ep 364 | The week ahead - Trump and Xi to meet against a volatile backdrop · 15 minA highlight of the week will be the meeting between US President Donald Trump and Chinese President Xi Jinping in Beijing, scheduled for May 14-15. This will be the first since…
- ep 363 | What’s the Consumers Price Index anyway? · 9 minInflation is always a hot topic in financial markets, and it’ll be even more prominent as fuel prices push it higher over the next quarter or two. There’s a healthy cynicism…
- ep 362 | The week ahead - Is our unemployment rate headed higher? · 16 minIn the coming week, the economic highlight will be the April jobs report in the US. On the central banking front, the Reserve Bank of Australia (RBA) will be in the spotlight on…
